Reston Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,356
| Closed | -$273K | – | 64 |
|
|
2021
Q4 | $273K | Buy |
11,356
+159
| +1% | +$3.82K | 0.13% | 43 |
|
|
2021
Q3 | $268K | Buy |
11,197
+96
| +0.9% | +$2.3K | 0.14% | 42 |
|
|
2021
Q2 | $268K | Buy |
11,101
+94
| +0.9% | +$2.27K | 0.13% | 41 |
|
|
2021
Q1 | $258K | Buy |
11,007
+38
| +0.3% | +$891 | 0.14% | 42 |
|
|
2020
Q4 | $264K | Buy |
10,969
+167
| +2% | +$4.02K | 0.15% | 38 |
|
|
2020
Q3 | $244K | Buy |
10,802
+120
| +1% | +$2.71K | 0.16% | 37 |
|
|
2020
Q2 | $237K | Buy |
10,682
+164
| +2% | +$3.64K | 0.16% | 38 |
|
|
2020
Q1 | $210K | Buy |
10,518
+51
| +0.5% | +$1.02K | 0.17% | 41 |
|
|
2019
Q4 | $267K | Buy |
10,467
+224
| +2% | +$5.71K | 0.21% | 37 |
|
|
2019
Q3 | $256K | Buy |
10,243
+136
| +1% | +$3.4K | 0.23% | 38 |
|
|
2019
Q2 | $254K | Buy |
10,107
+42
| +0.4% | +$1.06K | 0.2% | 42 |
|
|
2019
Q1 | $249K | Buy |
+10,065
| New | +$249K | 0.2% | 43 |
|